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Fidelity Low Volatility Factor ETF
FDLO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 556 M -USD 56.1 M -818,506 -9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
USD 47.9 M -USD 783 k -11,423 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 36.5 M +USD 671 k +9,779 +2%
LPL Financial
4
LPL Financial
California
USD 29.1 M +USD 512 k +7,469 +2%
CDWM
5
Campbell Deegan Wealth Management
Virginia
USD 23.1 M +USD 448 k +6,531 +2%
Bank of America
6
Bank of America
North Carolina
USD 19.3 M -USD 1.42 M -20,665 -7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 18.4 M +USD 873 k +12,728 +5%
Ameritas Advisory Services
8
Ameritas Advisory Services
Nebraska
USD 17.4 M +USD 10.1 M +147,473 +138%
AE Wealth Management
9
AE Wealth Management
Kansas
USD 14.7 M +USD 1.51 M +22,059 +11%
Corient Private Wealth
10
Corient Private Wealth
Florida
USD 12.7 M +USD 12.1 M +175,761 +1,667%
Segall Bryant & Hamill
11
Segall Bryant & Hamill
Illinois
USD 12.7 M -USD 421 k -6,142 -3%
Cerity Partners
12
Cerity Partners
New York
USD 12.4 M -USD 1.35 M -19,678 -10%
Kestra Advisory Services
13
Kestra Advisory Services
Texas
USD 11.8 M -USD 1.94 M -28,297 -14%
Raymond James Financial
14
Raymond James Financial
Florida
USD 9.9 M -USD 86.4 k -1,260 -0.9%
4WM
15
49 Wealth Management
Texas
USD 9.1 M +USD 9.14 M +133,211 Nuevas
A
16
Alongside
Texas
USD 9.1 M +USD 9.14 M +133,211 Nuevas
NewEdge Advisors
17
NewEdge Advisors
Louisiana
USD 8.43 M +USD 497 k +7,240 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
USD 8.27 M +USD 2.64 M +38,494 +47%
Goldman Sachs
19
Goldman Sachs
New York
USD 7.97 M +USD 5.37 M +78,260 +204%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 7.72 M -USD 387 k -5,649 -5%
GC
21
GFG Capital
Florida
USD 6.88 M -USD 234 k -3,405 -3%
Lido Advisors
22
Lido Advisors
California
USD 6.77 M -USD 704 k -10,264 -9%
KIG
23
Kennedy Investment Group
New Jersey
USD 6.57 M +USD 6.59 M +96,159 Nuevas
Mechanics Bank - Trust Department
24
Mechanics Bank - Trust Department
California
USD 6.39 M +USD 648 k +9,450 +11%
Abundance Wealth Counselors
25
Abundance Wealth Counselors
Pennsylvania
USD 6.22 M +USD 1.94 M +28,346 +45%
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